+111.1%
DINO vs BRO
-24.4%
+135.5%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.7% |
| 7D | +5.7% | -2.6% | +8.3% | +5.8% |
| 30D | +27.8% | +0.9% | +26.9% | +27.8% |
| 3M | +45.6% | +24.8% | +20.9% | +44.2% |
| 6M | +88.5% | -0.1% | +88.5% | +92.0% |
| YTD | +134.1% | -9.7% | +143.8% | +141.6% |
| 1Y | +111.1% | -24.5% | +135.6% | +123.2% |
| All | +111.1% | -24.4% | +135.5% | +123.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BRO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling